The key feature of our February Investment Roadmap is the UK equity market, and we explore some longer-term reasons for its subdued performance. We also summarise our latest market views on the global economy and financial markets.
Read the full Investment Roadmap here.
Technology, Institutions and Investment: Lessons from Nobel Laureates The dominant theme in markets this year has been the transformative potential of technology. From cloud infrastructure...
The special feature this month is on US exceptionalism, and the extended period of outperformance of US equities since the 2008 crisis. This has persisted...
The main article examines whether UK retail investors may be distorting the gilt market. Gilts are not subject to capital gains tax for individual investors....